01Overview
About the role
Alterna8 WM is building a wealth-management and distribution business across mutual funds, PMS and AIFs. We are looking for experienced regional sales professionals to own client acquisition, AUM growth and relationship management in their respective markets- NCR, Lucknow, Bangalore, Ahmedabad and Mumbai.
Each Senior Sales Manager is the face of Alterna8 WM in their region: responsible for building and deepening the HNI and affluent client book, driving net current AUM, and growing the firm's presence in the local market. The role is suited to a self-driven wealth professional with a proven sales track record who wants to grow into a Regional / Zonal Head as regional teams are built out.
Key responsibilities
Client acquisition & AUM growth
- Own the region's net new AUM, revenue and client-acquisition targets across MF, PMS and AIF products.
- Acquire HNI and affluent clients through direct sourcing, referrals and professional networks (CA fraternity, corporates, and family offices).
- Build and manage a healthy prospect pipeline and convert it into funded, long-term relationships.
- Represent Alterna8 WM at regional investor meets, seminars and networking events.
Relationship management & advisory
- Deepen and retain existing client relationships, growing wallet share through suitable cross-sell.
- Understand each client's goals and risk profile and recommend suitable MF / PMS / AIF solutions in line with suitability norms.
- Conduct periodic portfolio reviews and use central product and research inputs to present investment ideas.
Market & channel development
- Develop the assigned regional market and build referral and distribution networks, including IFAs / sub-brokers and the CA fraternity where relevant.
- Drive local brand-building and lead-generation initiatives in the region.
- Track competition, pricing and market opportunities and share regional feedback with the central team.
Sales governance & compliance
- Follow the SEBI / AMFI code o .
